Colorado Chapter of the American Planning Association

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Barbara Brown
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1 I. The Essential Goals Communication and Membership Publish Newsletter: Maintain Improved form, content and consistency, and adapt as necessary. 1. Solicit articles from members and allied professions Staff, VP of Communications, Student Chapter, APA Any increased cost offset by revenue increase. 2. Meet deadlines for submission of articles and publishing of the newsletter. Editor, Staff, VP of Communications, Student Chapter, APA 3. Increase advertising in newsletter to 10. Staff, VP of Communications 4. Require board contributions Staff, VP of Communications, APA 5. Include APA national material such as policy papers. Staff, President 6. AICP column PDO, Professional Development Committee 7. Info for Planning Commissioners Planning Commissioner Representative 8. Ask membership about the value of the newsletter Staff Strive to maintain an average of 10 paid advertisements per issue. Minimum of 1 Member article per newsletter. Annually Quarterly Twice annually Add link in the newsletter for comments; Include question in member survey $400-$1,000 revenue Maintain a Website that serves as an effective resource and member link to chapter activities. It should be the first place people will go to seek information on Colorado planning matters. 1. Maintain updated website. 2. Seek and designate volunteers to update website to augment staff efforts 3. Job posting done by individual posters Staff, VP for Communications, Committee members/chair, individual job posters, volunteers $250/yr Improve 2-way communication 1. Increase awareness of and promote Chapter Staff, VP for List serve Communications, APA 2. Regular membership contact through, other mailings and 3. Advertise/send notices of training opportunities/cm credits 4. Establish online mechanism or internet-based tool to facilitate 2-way communication 5.Explore the use of Facebook, Linked In, Twitter, other. 2. As needed. 3. Once a month 4, /11 5. Weekly Strengthen Recruitment and Retention, Promote Diversity 1. Encourage new members and retain existing through quality service delivery make membership valuable. 2. Develop specific strategies, VP Communications, Membership committee Positive revenue from membership increase. Develop a diversity program modeled on other chapters Pres & Past Pres; APA 2012 Page 1 of 8 12/10/2012

2 Form Membership Committee APA action 2012 Increase/Retain Membership Membership Committee 2012/ Positive revenue from membership increase. New Professional or Young Planner APA, Student Chapter, New Professionals 2012 Partner with allied professional groups to provide benefits, events, training opportunities to members and increase allied professional membership 1. Market chapter only memberships to allied professionals 2. Clearly distinguish the qualifications and benefits of chapter only and full memberships 3. Promote full membership and its benefits to professionals, VP for Communications, Staff TBD Staff, VP of Ex Affairs $50/per membership revenue Enhance chapter service to members Membership survey to identify needs President, 1-2 members Enhance Volunteer Efforts/Committee involvement Create plan for committee creation that considers potential committees and establish them based on interest and feasibility Staff, APA Run survey in 2012 $20/month for Survey Monkey, administrator time. Professional Development Hold a useful, affordable and profitable annual state conference 1. Develop procedures manual for state conference 1. & 2. Staff, APA, representatives from past local host committees Complete 1st qtr Cost Neutral 2. Promote conference attractiveness through accessibility, affordability, and amenities offered Cost Neutral 3. Recruit and attract top notch keynote speakers APA, Conf. planning committee, Staff Annually, first quarter Could be increased cost depending on speaker 4. Determine locations 3-5 years in advance, Staff Annually, 2nd quarter 5. Collaborate with allied groups when appropriate and feasible 6. Maintain goal of providing 14 CM hours at Conference 7. Encourage allied groups to attend our conference V.P. of External Affairs, local host PDO, Staff V.P. of External Affairs, Staff As warranted Annually, 2nd quarter, use electronic media Page 2 of 8 12/10/2012

3 Prepare AICP candidates for the exam Continue annual review sessions; Spring session and Fall session at State Conference Professional Development Officer; Committee Biannually Cost Neutral Host affordable and accessible AICP Certificate Maintenance training. Encourage Regional speakers and workshops including webinars. Regional Reps, PDO, Staff Annual trainings in remote locations; quarterly in Metro region $1,040/year Coordinate with allied groups Provide jointly-sponsored events and training V.P. of External Affairs, APA, Staff Leadership Development Program 1. Design and implement program for members promoting leadership and management skills. President, Host an "Event"; 2012 Minimal Cost 2. Develop and maintain list of directors Staff Enhance Awards Program 3. Hold semi-annual meetings to network, discuss issues, and problem solve. 4. Hold sessions at State Conference geared toward leadership 5. Encourage involvement in leadership positions at the National level Improve profile of the event to emphasize, celebrate, and recognize achievements Past-Presidents Awards Committee $1,000-$2,000 to pay for awards and emcee Policy Education and Legislation (formerly Legislative) Maintain/Support Legislative Committee with an agenda for change 1. Develop legislative agenda that presents APA Legislative Committee CO position and goals, Co-Chairs 2. Meet during session to evaluate, take position, and support/oppose proposed planningrelated legislations 3. Champion proactive legislation to change Colorado planning law or policy Annually Costs for meals, printing, mailing, incidentals. Get input from Regional Reps and the general membership regarding planning-related policy issues of interest to them Legislative Committee Co-Chairs Annual award to recognize a legislator Legislative Committee supportive of good planning-related public policy Co-Chairs Regional Reps as requested; general membership at State Conference and annual online survey Annually at State Conference Host cost for online survey; materials for regional meetings. Minimal costs for award and presentation Build and maintain coalitions with allied organizations with shared planning interests Form coalitions and share information with Colorado Municipal League, Colorado Counties Inc., Councils of Government; and others as identified Legislative Committee Co-Chairs, Legislative Liaison Page 3 of 8 12/10/2012

4 Host "Planners' Day at the Statehouse" 1 day event at Capitol with a policy briefing regarding pending planning-related bills followed by meetings with participants' representatives to discuss those bills Maintain a voice in Federal planning policy 1. Work with APA National policy office to disseminate information and materials to APA CO members about proposed changes to Federal planning-related laws and policies 2. Legislative Co-chair attend Fall APA Federal Policy Briefing in Washington, DC Legislative Committee Co-Chairs Legislative Committee Co-Chairs Annually, during State legislative session Copying costs for materials; potential room fee for briefing; offset by 2. Air travel and lodging costs for one co-chair; Registration fee for briefing Training for Lay Planners Planning Commissioners/ Citizen Planners Update education modules Market training program to jurisdictions: Web site, newsletter, mailings, etc. revitalize the Training Module program and update speaker list Professional Development Committee, PDO,Public Official Rep, APA, Staff Potential revenue opportunity Public Information (formerly Public Relations) Establish a theme during the President's term Media releases, articles, op-eds Conference comments, sessions "Partners in Planning - Finding Common Ground" President-Elect Adopt theme with 2010/11 Strategic Plan; Expand theme with 2012/2013 Plan Update Create presentation educating general public about APA Colorado Develop public relations strategy. Educate organizations and general public about planning and APA Colorado s role, mission, goals Develop video and/or other informational materials (with help of National/Foundation grants and local cable networks) Vice Presidents, Media Committee V.P. of External Affairs, V.P. for Communications; Media Committee 2012/2013 Long-term goal Research to assess feasiblity is required/deadline 2012 Costs TBD Costs TBD (travel, incidentals) Research grant potential Utilize materials from National APA; consider APA, Staff, and tools such as City in a Box; and create materials Chapter volunteers as needed Research to assess feasiblity is required/deadline 2012 Costs TBD (travel, incidentals) Cultivate media relations Press releases promoting good planning projects, awards; Utilize local contacts through media information officers; Sponsor National Public Radio content; Encourage writing state newsletter, Planning magazine, etc. V.P. Communications, Media Committee As needed Promote National Community Planning month--october Use APA national resources and distribute to local media outlets Staff; Regional Reps; Outreach Committee Annually September/October Costs TBD Maintain a productive relationship with APA National Page 4 of 8 12/10/2012

5 Discuss candidates and endorse as appropriate Encourage chapter participation in National elections through endorsements; Raise profile of Colorado chapter President and to research candidates Annually in December; endorsement in February newsletter Encourage national to seek chapter and member input Encourage National to give due consideration to recomendations of the Blue Ribbon Panel President through Chapter President s Council Research policies of APA National to determine chapter alignment Administrative Policies Administrator, President and VPs Legislatives Goals and Policies Legislative Committee Public Policies Promote Colorado Best Planning Practices Submit Chapter Award winners to APA National for National recognition V.P. Communication and Awards Committee As appropriate Copy National on press releases V.P. Communication and Awards Committee; Staff As needed Send out Quarterly Newsletter via to Chapter President's Council; Staff to forward to Planning Commission members Staff; President As needed Professional Education Maintain a supportive relationship with Colorado institions of higher education: University of Colorado-Denver (graduate program) and Boulder (undergraduate program); University of Denver (land use law; masters degrees in real estate and construction management; Metro State (undergraduate) 1. Establish and maintain relationship with UCD Faculty 2. Seek Faculty Representative for the APA 3. Approach UCD with potential revised "real world" planning or professional development class President /, UCD Rep Initiate and then ongoing Maintain a supportive relationship with undergraduate and graduate students APA-S Rep and President to meet with APA-CO Student Rep; APA ; Pres and Admin at beginning of each semester Chapter Administrators to provide summary of APA-S events. Explore co-sponsoring events such as social gatherings and educational offerings. Provide increased opportunities for students to interact with CO professionals (e.g. Conf. Ambassador Program). TBD Poll/survey students for input Student Rep; APA ; Chapter Administrators 2012 TBD Page 5 of 8 12/10/2012

6 Provide professional opportunities listing Create an list with contacts for various disciplines Student Rep; APA ; Chapter Administrators 2012 Create New Professionals Group Create New Professionals Group that will cater to the needs of the new professional; Specifically will target networking, job hunting, marketing, common interests APA ; Committee Chair (to be appointed) 2012 Promote diversity Maintain Mosaic Scholarship at CU-Denver School of Arch & Planning Committee Chair (to be appointed) first quarter annually $2,500 Advertise and promote online courses As new PIC courses are added, submit for AICP CM Credits PDO; Chapter Administrators As courses become available $50/credit hour II. Next Level "Above and Beyond" Goals Create/Encourage Planner Support System Establish recruitment/retention policies based on survey responses. APA 2012 TBD Stronger regional presence through speakers, socials Planner mentoring for high school, undergrad, graduate students and new professionals; or similar program based on need V.P. Communications; Area Reps Committee Chair (to be appointed) 2012 As needed (May include costs for events with the goal of getting sponsorships or charging a fee ) 2013 TBD Stronger connection between Chapter and Masters students UCD Rep; Student Rep; Chapter Administrators; Faculty APA Member; APA 2012 TBD Outreach and Education to Allied Professions, Organizations and the Public Education for allied fields Work with PIC to fully development and implement training program President, PIC, members Expand course Staff time-- up to offerings as necessary 10hrs/week for students to complete the certificate program, and dependent upon budget capabilities, offer elective courses for AICP CM credit. Create/Implement/Revise PC modules (above) for attorneys, designers, builders, and real estate industry Committee Chair (to be appointed) 2012 Build and maintain coalitions with allied organizations including, but not limited to: Colorado Municipal League, Colorado Counties, Inc., Housing Council, home Participate in the Colorado Tomorrow Alliance VP of External Affairs, Denver Metro Rep, or appointed position TBD Page 6 of 8 12/10/2012

7 Contact allied professional organizations to discuss/consider opportunities for collaboration Counties, Inc., Housing Council, home builders, realtors, AIA, ASLA, ULI, WTS, Councils of Government Attend/present at other allied professional conferences and encourage participation at APA Colorado conference President, VP of External Affairs, APA, Chapter Administrators VP of External Affairs; APA ; appointed position - set annually priorities/target groups - 1 st time Spring 08 Costs for conference attendance (as permitted by budget) Create presentation to educate groups on APA Colorado s role and mission (Rotary clubs, homeowner s associations) VP of External Affairs; APA ; appointed position 2013 Costs for meals, printing, mailing, transportation Representation on state committees and panels VP of External Affairs; APA ; appointed position As opportunities occur Costs for meals, printing, mailing, transportation Develop media packet for distribution to allied groups and professionals at seminars/conferences VP of External Affairs; VP for Communications; APA ; Chapter Administrators Nominal - TBD Sponsor community outreach initiatives Form/maintain Outreach Committee Administrator, Outreach Committee III. Supportive Goals Financial / Administrative Maintain full time staff equivalency Improve Record Keeping Develop and Maintain Policy and Procedures Manual Create/maintain retention policy for financial paperwork. Office Manual including sections for: 1. Retention/archive policies 2. Website/ distribution policies 3. Mailing list policies 4. Job descriptions for Executive Committee offices and Administrator 5. Committee descriptions 6. Insurance policies As needed Treasurer/Administrator Minimal costs for time and equipment. Administrator, 2012; Updates on an Costs for administrator President, Vice- ongoing basis. time Presidents, Secretary/Treasurer Maintained by Administrator Budget Goals Develop Annual Budget Review Savings Plan - Review investment policy and determine appropriate level of savings and cash reserve Executive Committee (Treasurer, President, Administrator, 1 additional member) 3 months prior to adoption of budget Costs for administrator time Develop Annual Budget - Review income v. expenses, evaluate upcoming budget needs, and develop draft budget Executive Committee 2 months prior to adoption of budget Costs for administrator time Distribute Draft Budget - For review and comment prior to approval Executive Committee; 1 month prior to adoption of budget. Adopt Annual Budget - review and approval of savings plan and annual budget To coincide with beginning of new budget year. Page 7 of 8 12/10/2012

8 Monitor Annual Budget Evaluate budget monthly through Treasurer s Report; Ensure budget items correspond with spending categories and Quick Books software. Treasurer Review at monthly meetings Costs for administrator time Monitor financial relationship with the Planning Institute of Colorado. Finance efforts to assist organization to get started. Reports at meetings on financial reports of the PIC. Based on profitability of the PIC identify areas for joint programs. Treasurer, Monthly Costs for administrator time Maintain plan and continue to seek additional ways to Increase conference sponorships 1. Personalized letters to targeted firms and indivduals 2. Personal Phone Calls 3. Review existing plan and consider ways to improve sponsorship packages Administrators; ; Past Presidents; Local Host Committee All year, with packages offered in Nov/Dec and Conference fundraising in early Spring Page 8 of 8 12/10/2012

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